Services

The evaluation process with Mr. LaPorte begins with an in-depth fact-finding and an evaluation of your current financial situation. We'll discuss your personal and financial goals and dreams, and once we've established your overall objectives, we'll focus on those specific goals and the solutions to help you reach those goals.

With our ever-changing economic conditions and market swings, we advocate thoughtfull planning and investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Michael will review your current life and health insurance situation along with your current investment portfolio.  Some of the additional services include but are not limited to:

Estate Planning* and Review

Investment Planning and Review

Tax Planning*

Individual Life and Health Insurance

Long Term Care Planning

Group Life and Group Health Insurance Planning

Short and Long Term Disability Income Insurance

Dental Insurance and Other Supplemental Insurance Benefits





* WSS and its representatives doe not provide tax or legal advise. Please consult your tax adviser or attorney for such guidance.